Sponsored

The Analysis of LifeWealth Investments, LLC's Holdings & P&L

Currently, LifeWealth Investments, LLC holds 141 types of securities in its portfolio with a total value $335.0M. In the most recent quarter, they have increased their positions in N/A (+291.0K shares, valued at $7.2M), IWY (+22.8K shares, valued at $5.7M), SCEC (+183.8K shares, valued at $4.6M); decreased their positions in SLV (-53.8K shares, valued at $3.7M), VGSH (-23.3K shares, valued at $1.4M), SIXO (-28.1K shares, valued at $950.1K); initiated new positions in N/A (+291.0K shares, valued at $7.2M), N/A (+163.1K shares, valued at $3.8M), VXUS (+40.7K shares, valued at $3.1M).

1M P&L

+8.8M+2.94%

3M P&L

+11.7M+3.95%

HY P&L

+22.6M+7.95%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A256.2M

85.6%

2Consumer Electronics9.8M

3.3%

3Semiconductors6.3M

2.1%

Top Industries by Stock Count

1N/A84 stocks

66.7%

2Software - Infrastructure3 stocks

2.4%

3Discount Stores2 stocks

1.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IWY ISHARES TR132.3K shares20.81%2026-03-312026-04-21

IWX ISHARES TR228.6K shares17.95%2026-03-312026-04-21

SCEC CAPITOL SER TR763.0K shares31.75%2026-03-312026-04-21

BUFF INNOVATOR ETFS TRUST336.9K shares26.24%2026-03-312026-04-21

EFV ISHARES TR160.9K shares11.69%2026-03-312026-04-21

IWS ISHARES TR76.9K shares15.53%2026-03-312026-04-21

ISHARES GOLD TR ISHARES GOLD TR123.1K shares9.45%2026-03-312026-04-21

EFG ISHARES TR94.3K shares13.40%2026-03-312026-04-21

Sponsored

VTIP VANGUARD MALVERN FDS208.0K shares16.70%2026-03-312026-04-21

AAPL APPLE INC38.5K shares1.55%2026-03-312026-04-21

IEMG ISHARES INC111.4K shares17.73%2026-03-312026-04-21

STERLING CAP FDS STERLING CAP FDS291.0K sharesnew addition2026-03-312026-04-21

TLT ISHARES TR80.1K shares15.78%2026-03-312026-04-21

IJH ISHARES TR100.8K shares22.44%2026-03-312026-04-21

PDI PIMCO DYNAMIC INCOME FD369.2K shares10.17%2026-03-312026-04-21

NVDA NVIDIA CORPORATION35.8K shares5.69%2026-03-312026-04-21

Sponsored

VTWO VANGUARD SCOTTSDALE FDS57.9K shares17.47%2026-03-312026-04-21

VNLA JANUS DETROIT STR TR103.2K shares5.42%2026-03-312026-04-21

JEPI J P MORGAN EXCHANGE TRADED F87.8K shares9.68%2026-03-312026-04-21

COWZ PACER FDS TR77.1K shares22.40%2026-03-312026-04-21

AMZN AMAZON COM INC20.7K shares1.43%2026-03-312026-04-21

MGV VANGUARD WORLD FD29.6K shares21.12%2026-03-312026-04-21

STERLING CAP FDS STERLING CAP FDS163.1K sharesnew addition2026-03-312026-04-21

SPYM SPDR SERIES TRUST49.1K shares-18.42%2026-03-312026-04-21

Sponsored

MSFT MICROSOFT CORP9.9K shares-1.21%2026-03-312026-04-21

TUA SIMPLIFY EXCHANGE TRADED FUN163.3K shares6.68%2026-03-312026-04-21

DJUL FIRST TR EXCHNG TRADED FD VI73.5K shares0.49%2026-03-312026-04-21

VXUS VANGUARD STAR FDS40.7K sharesnew addition2026-03-312026-04-21

VCSH VANGUARD SCOTTSDALE FDS39.2K shares26.93%2026-03-312026-04-21

IWP ISHARES TR24.2K shares48.77%2026-03-312026-04-21

DFEB FIRST TR EXCHNG TRADED FD VI65.4K shares-4.05%2026-03-312026-04-21

STERLING CAP FDS STERLING CAP FDS118.3K sharesnew addition2026-03-312026-04-21

Sponsored

SIXO AIM ETF PRODUCTS TRUST86.1K shares-24.63%2026-03-312026-04-21

ALPHABET INC ALPHABET INC10.1K shares5.17%2026-03-312026-04-21

VANGUARD INDEX FDS VANGUARD INDEX FDS4.4K shares1.18%2026-03-312026-04-21

DSEP FIRST TR EXCHNG TRADED FD VI56.4K shares-0.18%2026-03-312026-04-21

QQQE DIREXION SHARES ETF TRUST24.6K shares30.12%2026-03-312026-04-21

OCTW AIM ETF PRODUCTS TRUST49.0K shares-18.64%2026-03-312026-04-21

SMMU PIMCO ETF TR35.1K shares0.00%2026-03-312026-04-21

TSLA TESLA INC4.7K shares1.70%2026-03-312026-04-21

Sponsored

SEPW AIM ETF PRODUCTS TRUST54.2K shares-18.52%2026-03-312026-04-21

DAUG FIRST TR EXCHNG TRADED FD VI37.6K shares-0.35%2026-03-312026-04-21

DECU AIM ETF PRODUCTS TRUST60.5K shares-26.35%2026-03-312026-04-21

SLV ISHARES SILVER TR23.5K shares-69.58%2026-03-312026-04-21

META META PLATFORMS INC2.8K shares1.71%2026-03-312026-04-21

BROADCOM INC BROADCOM INC5.0K shares-4.29%2026-03-312026-04-21

DGRS WISDOMTREE TR28.3K shares19.48%2026-03-312026-04-21

GJAN FIRST TR EXCHNG TRADED FD VI35.3K shares0.00%2026-03-312026-04-21

Sponsored

MAR MARRIOTT INTL INC NEW4.4K shares-0.02%2026-03-312026-04-21

JULW AIM ETF PRODUCTS TRUST31.4K shares-21.01%2026-03-312026-04-21

ALPHABET INC ALPHABET INC4.2K shares-7.33%2026-03-312026-04-21

PMAR INNOVATOR ETFS TRUST25.2K shares0.00%2026-03-312026-04-21

BUFD FIRST TR EXCHNG TRADED FD VI38.6K shares-1.80%2026-03-312026-04-21

JPST J P MORGAN EXCHANGE TRADED F21.1K shares-5.55%2026-03-312026-04-21

IVV ISHARES TR1.5K shares-27.32%2026-03-312026-04-21

ONEZ ELEVATION SERIES TRUST37.6K shares-25.31%2026-03-312026-04-21

Sponsored

DDEC FIRST TR EXCHNG TRADED FD VI21.0K shares-0.18%2026-03-312026-04-21

CMF ISHARES TR15.8K shares0.00%2026-03-312026-04-21

VTI VANGUARD INDEX FDS2.7K shares-1.34%2026-03-312026-04-21

SEPZ ELEVATION SERIES TRUST21.4K shares-24.91%2026-03-312026-04-21

VGIT VANGUARD SCOTTSDALE FDS14.4K sharesnew addition2026-03-312026-04-21

PG PROCTER & GAMBLE CO5.9K shares-2.02%2026-03-312026-04-21

DOCT FIRST TR EXCHNG TRADED FD VI18.3K shares-1.34%2026-03-312026-04-21

COST COSTCO WHOLESALE CORPORATION788 shares-15.09%2026-03-312026-04-21

Sponsored

DNOV FIRST TR EXCHNG TRADED FD VI16.2K shares0.00%2026-03-312026-04-21

APH AMPHENOL CORP6.0K shares8.83%2026-03-312026-04-21

DAPR FIRST TR EXCHNG TRADED FD VI17.6K shares0.00%2026-03-312026-04-21

LLY ELI LILLY & CO759 shares5.42%2026-03-312026-04-21

SCHP SCHWAB STRATEGIC TR25.4K sharesnew addition2026-03-312026-04-21

CASY CASEYS GEN STORES INC913 shares7.54%2026-03-312026-04-21

DJAN FIRST TR EXCHNG TRADED FD VI13.8K shares-3.08%2026-03-312026-04-21

TPLC TIMOTHY PLAN12.6K shares36.21%2026-03-312026-04-21

Sponsored

GS GOLDMAN SACHS GROUP INC689 shares11.49%2026-03-312026-04-21

FGD FIRST TR EXCHANGE-TRADED FD18.2K shares-27.76%2026-03-312026-04-21

XFEB FIRST TR EXCHNG TRADED FD VI16.1K shares0.00%2026-03-312026-04-21

WDIV SPDR INDEX SHS FDS7.3K shares-25.39%2026-03-312026-04-21

ELEVATION SERIES TRUST ELEVATION SERIES TRUST25.6K sharesnew addition2026-03-312026-04-21

XOM EXXON MOBIL CORP3.3K shares-0.30%2026-03-312026-04-21

V VISA INC1.8K shares2.85%2026-03-312026-04-21

WMT WALMART INC4.3K shares-0.67%2026-03-312026-04-21

Sponsored

GE AEROSPACE GE AEROSPACE1.9K shares12.67%2026-03-312026-04-21

NFLX NETFLIX INC.5.5K shares1.54%2026-03-312026-04-21

GSEP FIRST TR EXCHNG TRADED FD VI13.3K shares-17.37%2026-03-312026-04-21

ELEVATION SERIES TRUST ELEVATION SERIES TRUST12.8K shares-22.22%2026-03-312026-04-21

DIS DISNEY WALT CO4.8K shares-0.64%2026-03-312026-04-21

JULU AIM ETF PRODUCTS TRUST15.7K shares-26.30%2026-03-312026-04-21

AUGZ ELEVATION SERIES TRUST10.7K sharesnew addition2026-03-312026-04-21

USFR WISDOMTREE TR8.2K shares-58.96%2026-03-312026-04-21

Sponsored

DECZ ELEVATION SERIES TRUST10.4K shares-21.34%2026-03-312026-04-21

ULTA ULTA BEAUTY INC765 sharesnew addition2026-03-312026-04-21

VGLT VANGUARD SCOTTSDALE FDS7.2K shares2.11%2026-03-312026-04-21

NEE NEXTERA ENERGY INC4.2K shares1.04%2026-03-312026-04-21

EME EMCOR GROUP INC525 shares7.58%2026-03-312026-04-21

MA MASTERCARD INCORPORATED773 shares5.03%2026-03-312026-04-21

RBC RBC BEARINGS INC710 sharesnew addition2026-03-312026-04-21

CHY CALAMOS CONV & HIGH INCOME F35.0K shares10.24%2026-03-312026-04-21

Sponsored

LMT LOCKHEED MARTIN CORP610 shares-61.49%2026-03-312026-04-21

PLTR PALANTIR TECHNOLOGIES INC2.5K shares3.90%2026-03-312026-04-21

FDX FEDEX CORP1.0K shares0.10%2026-03-312026-04-21

ABBV ABBVIE INC1.6K shares-22.52%2026-03-312026-04-21

TPHD TIMOTHY PLAN8.1K shares7.53%2026-03-312026-04-21

BILZ PIMCO ETF TR3.2K shares-59.46%2026-03-312026-04-21

SPD SIMPLIFY EXCHANGE TRADED FUN8.9K shares-18.88%2026-03-312026-04-21

HD HOME DEPOT INC963 shares-41.28%2026-03-312026-04-21

Sponsored

JANW AIM ETF PRODUCTS TRUST8.6K shares-0.19%2026-03-312026-04-21

VIG VANGUARD SPECIALIZED FUNDS1.4K shares0.00%2026-03-312026-04-21

INVESCO QQQ TR INVESCO QQQ TR518 shares-24.82%2026-03-312026-04-21

DECT AIM ETF PRODUCTS TRUST8.4K shares-46.47%2026-03-312026-04-21

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL617 shares-12.11%2026-03-312026-04-21

BUFR FIRST TR EXCHNG TRADED FD VI8.7K shares-2.10%2026-03-312026-04-21

ISRG INTUITIVE SURGICAL INC627 shares42.18%2026-03-312026-04-21

LAM RESEARCH CORP LAM RESEARCH CORP1.3K shares6.45%2026-03-312026-04-21

Sponsored

ROST ROSS STORES INC1.3K shares15.32%2026-03-312026-04-21

PSLV SPROTT ASSET MANAGEMENT LP11.4K shares-1.29%2026-03-312026-04-21

TMO THERMO FISHER SCIENTIFIC INC554 shares-2.98%2026-03-312026-04-21

OCTZ ELEVATION SERIES TRUST6.5K shares22.49%2026-03-312026-04-21

AMAT APPLIED MATLS INC783 sharesnew addition2026-03-312026-04-21

FAUG FIRST TR EXCHNG TRADED FD VI5.2K shares0.00%2026-03-312026-04-21

GDX VANECK ETF TRUST2.9K shares-1.35%2026-03-312026-04-21

ORCL ORACLE CORP1.8K shares1.69%2026-03-312026-04-21

Sponsored

UAPR INNOVATOR ETFS TRUST7.8K shares0.00%2026-03-312026-04-21

LECO LINCOLN ELEC HLDGS INC1.0K shares0.00%2026-03-312026-04-21

SEPT AIM ETF PRODUCTS TRUST7.4K shares-45.86%2026-03-312026-04-21

IBM INTERNATIONAL BUSINESS MACHS1.0K shares-33.18%2026-03-312026-04-21

CAH CARDINAL HEALTH INC1.2K shares8.56%2026-03-312026-04-21

DECW AIM ETF PRODUCTS TRUST7.4K shares0.00%2026-03-312026-04-21

XDEC FIRST TR EXCHNG TRADED FD VI6.1K shares-4.64%2026-03-312026-04-21

VGSH VANGUARD SCOTTSDALE FDS4.1K shares-84.95%2026-03-312026-04-21

Sponsored

BAC BANK AMERICA CORP4.8K shares-2.12%2026-03-312026-04-21

CTA SIMPLIFY EXCHANGE TRADED FUN7.7K sharesnew addition2026-03-312026-04-21

BUCK SIMPLIFY EXCHANGE TRADED FUN9.9K sharesnew addition2026-03-312026-04-21

EDIV SPDR INDEX SHS FDS5.8K shares-37.26%2026-03-312026-04-21

HWM HOWMET AEROSPACE INC994 sharesnew addition2026-03-312026-04-21

DVY ISHARES TR1.5K shares0.00%2026-03-312026-04-21

PSX PHILLIPS 661.2K sharesnew addition2026-03-312026-04-21

CAT CATERPILLAR INC309 shares-33.55%2026-03-312026-04-21

Sponsored

MARM FIRST TR EXCHNG TRADED FD VI6.5K shares-9.10%2026-03-312026-04-21

KO COCA COLA CO2.9K shares-6.02%2026-03-312026-04-21

CENCORA INC CENCORA INC681 shares10.55%2026-03-312026-04-21

SCHX SCHWAB STRATEGIC TR7.9K shares-21.13%2026-03-312026-04-21

IWD ISHARES TR942 shares-31.04%2026-03-312026-04-21

IWY

ISHARES TR

20.81%

Shares132.3K

Event2026-03-31

Filed2026-04-21

IWX

ISHARES TR

17.95%

Shares228.6K

Event2026-03-31

Filed2026-04-21

SCEC

CAPITOL SER TR

31.75%

Shares763.0K

Event2026-03-31

Filed2026-04-21

BUFF

INNOVATOR ETFS TRUST

26.24%

Shares336.9K

Event2026-03-31

Filed2026-04-21

EFV

ISHARES TR

11.69%

Shares160.9K

Event2026-03-31

Filed2026-04-21

IWS

ISHARES TR

15.53%

Shares76.9K

Event2026-03-31

Filed2026-04-21

ISHARES GOLD TR

9.45%

Shares123.1K

Event2026-03-31

Filed2026-04-21

EFG

ISHARES TR

13.40%

Shares94.3K

Event2026-03-31

Filed2026-04-21

VTIP

VANGUARD MALVERN FDS

16.70%

Shares208.0K

Event2026-03-31

Filed2026-04-21

AAPL

APPLE INC

1.55%

Shares38.5K

Event2026-03-31

Filed2026-04-21

IEMG

ISHARES INC

17.73%

Shares111.4K

Event2026-03-31

Filed2026-04-21

STERLING CAP FDS

New

Shares291.0K

Event2026-03-31

Filed2026-04-21

TLT

ISHARES TR

15.78%

Shares80.1K

Event2026-03-31

Filed2026-04-21

IJH

ISHARES TR

22.44%

Shares100.8K

Event2026-03-31

Filed2026-04-21

PDI

PIMCO DYNAMIC INCOME FD

10.17%

Shares369.2K

Event2026-03-31

Filed2026-04-21

NVDA

NVIDIA CORPORATION

5.69%

Shares35.8K

Event2026-03-31

Filed2026-04-21

VTWO

VANGUARD SCOTTSDALE FDS

17.47%

Shares57.9K

Event2026-03-31

Filed2026-04-21

VNLA

JANUS DETROIT STR TR

5.42%

Shares103.2K

Event2026-03-31

Filed2026-04-21

JEPI

J P MORGAN EXCHANGE TRADED F

9.68%

Shares87.8K

Event2026-03-31

Filed2026-04-21

COWZ

PACER FDS TR

22.40%

Shares77.1K

Event2026-03-31

Filed2026-04-21

AMZN

AMAZON COM INC

1.43%

Shares20.7K

Event2026-03-31

Filed2026-04-21

MGV

VANGUARD WORLD FD

21.12%

Shares29.6K

Event2026-03-31

Filed2026-04-21

STERLING CAP FDS

New

Shares163.1K

Event2026-03-31

Filed2026-04-21

SPYM

SPDR SERIES TRUST

-18.42%

Shares49.1K

Event2026-03-31

Filed2026-04-21

MSFT

MICROSOFT CORP

-1.21%

Shares9.9K

Event2026-03-31

Filed2026-04-21

TUA

SIMPLIFY EXCHANGE TRADED FUN

6.68%

Shares163.3K

Event2026-03-31

Filed2026-04-21

DJUL

FIRST TR EXCHNG TRADED FD VI

0.49%

Shares73.5K

Event2026-03-31

Filed2026-04-21

VXUS

VANGUARD STAR FDS

New

Shares40.7K

Event2026-03-31

Filed2026-04-21

VCSH

VANGUARD SCOTTSDALE FDS

26.93%

Shares39.2K

Event2026-03-31

Filed2026-04-21

IWP

ISHARES TR

48.77%

Shares24.2K

Event2026-03-31

Filed2026-04-21

DFEB

FIRST TR EXCHNG TRADED FD VI

-4.05%

Shares65.4K

Event2026-03-31

Filed2026-04-21

STERLING CAP FDS

New

Shares118.3K

Event2026-03-31

Filed2026-04-21

SIXO

AIM ETF PRODUCTS TRUST

-24.63%

Shares86.1K

Event2026-03-31

Filed2026-04-21

ALPHABET INC

5.17%

Shares10.1K

Event2026-03-31

Filed2026-04-21

VANGUARD INDEX FDS

1.18%

Shares4.4K

Event2026-03-31

Filed2026-04-21

DSEP

FIRST TR EXCHNG TRADED FD VI

-0.18%

Shares56.4K

Event2026-03-31

Filed2026-04-21

QQQE

DIREXION SHARES ETF TRUST

30.12%

Shares24.6K

Event2026-03-31

Filed2026-04-21

OCTW

AIM ETF PRODUCTS TRUST

-18.64%

Shares49.0K

Event2026-03-31

Filed2026-04-21

SMMU

PIMCO ETF TR

0.00%

Shares35.1K

Event2026-03-31

Filed2026-04-21

TSLA

TESLA INC

1.70%

Shares4.7K

Event2026-03-31

Filed2026-04-21

SEPW

AIM ETF PRODUCTS TRUST

-18.52%

Shares54.2K

Event2026-03-31

Filed2026-04-21

DAUG

FIRST TR EXCHNG TRADED FD VI

-0.35%

Shares37.6K

Event2026-03-31

Filed2026-04-21

DECU

AIM ETF PRODUCTS TRUST

-26.35%

Shares60.5K

Event2026-03-31

Filed2026-04-21

SLV

ISHARES SILVER TR

-69.58%

Shares23.5K

Event2026-03-31

Filed2026-04-21